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  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ... September 2018 The Joint Risk Management Section is trying to develop better estimates of policyholder ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Source-of-Earnings Analysis under FAS 97 Universal Life Accounting
    Source-of-Earnings Analysis under FAS 97 Universal Life Accounting This paper illustrates a procedure ... procedure for analyzing the sources of profit under FAS 97 and suggests an analytical procedure for reflecting ...

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    • Authors: Joseph H Tan
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
  • A Linear Programming Approach to Maximizing Policyholder Value
    paper explores the use of linear programming as a tool to guide policyholders in getting the most value out ... out of their combined insurance and investment programs. Concentrating on flexible premium universal ...

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    • Authors: Michael Conwill
    • Date: Jan 1991
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Finance & Investments; Life Insurance>Universal life; Modeling & Statistical Methods
  • The Practical Use of Recursive Functions
    The Practical Use of Recursive Functions This paper discusses some powerful uses of recursive functions ... including: 1. Universal life, both for the calculation of target premiums and reserves. 2. Paid-up ...

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    • Authors: L Giles
    • Date: Jan 1993
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Life Insurance>Universal life; Life Insurance>Whole life
  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder ... Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2017 Universal Life with Secondary Guarantees Survey Summary
    summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk ... develop better estimates of policyholder behavior in the tail (PBITT). The mission of the PBITT working group ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 ... Survey Results Report Report summarizing the results of the 2011 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Society of Actuaries, Stephen Hodges, Mark Bergstrom
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2019 Universal Life with Secondary Guarantees Survey
    Secondary Guarantees Survey Report summarizing the results of the 2019 PBITT UL with Secondary Guarantees Survey ... Assumptions The Joint Risk Management Section is trying to develop better estimates of policyholder ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 ... 2015 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2017 Universal Life with Secondary Guarantees Survey
    2017 Universal Life with Secondary Guarantees Survey Report summarizing the results ... Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life